BlazePortfolio’s web-based order management system, ATOM ALIGN, is now an approved platform for electronic trading with Pershing. As a result, Pershing Advisor Solutions and Broker Dealer clients now have a complete end to end solution for trading and rebalancing their client’s portfolios.
With this integration advisors on the Pershing platform can create trades across hundreds of accounts in seconds and execute them with the click of a button. Combined with the fully automated, nightly update of all account and security data, ATOM ALIGN is the most streamlined rebalancing and trading solution available.
With ATOM ALIGN advisors can also take advantage of advanced trading features including Limit Orders, Stop Loss, and GTD orders. To streamline block trading of equities and ETF’s ATOM ALIGN users can send allocation details electronically. Large orders can also be sent directly to the Pershing traders who can implement various trading algorithms for best execution.
Request a demo of the new integration and learn more about the ATOM ALIGN on the BlazePortfolio website.